Our Company

About Us

We are a multi family office that offers portfolio management and funds selection, reporting of assets and cost analysis services to families and investors. We develop and implement our solutions with an objective viewpoint. We provide an independent advice. We provide a personalized approach to handle all aspects of family wealth, both in terms of structure and assets management. Our team includes highly qualified professionals that possess extensive market experience, both in bullish and bearish environments. We are a privately-owned Swiss asset management company, established in Geneva, Switzerland. We are an active member of the Swiss Association of Asset Managers (ASG/VSV). The Swiss Association of Asset Managers is a professinal body recognized by the financial community and Swiss authorities.

Professionalism, reputation and extensive experience of our management team combined with in-house developed investment technologies enables to achieve success in unstable and unpredictable financial markets.

Risk Protection

We operate independently from banking institutions and legal structures, for the sole benefit of our clients.

Services & Products

Main services

Portfolio Management

We base our approach on evaluating and selecting outside third party fund managers and risk managers (‘overlay’ services for currencies, equities, rates).

Consolidated Reporting

Our quarterly (or monthly) reports show the total value of all family assets on a specific date, based on the prevailing market prices and exchange rates.

Costs Analysis

Frequently, investors do not have the full visibility on costs. We show the main costs items that are actually paid by the investor.

Other services

Trusts, Foundations & Company Formations

Family Funds Creation & Structuring

Investment Banking

We are strongly committed to tailor-made solutions rather than a standardized approach. We adapt our proposals to individual specific requirements.

Team

Roberto Falzoni – Founder

He has 28 years of experience in financial markets with both money management firms and international companies (corporate finance & treasury at Hewlett Packard, Union Carbide, working in Switzerland, UK, USA, Germany). He joined Denarius since the start. He has also 13 years experience as portfolio manager, including 7 at Hewlett Packard SA, Geneva, where he managed a US$ income portfolio. He was a member of Hewlett Packard SA pension fund committee. He holds a MBA from Columbia Business School New York and graduate degree from Rouen School of Management (France). Member of French Columbia Business Club and Association of Corporate Treasurers (Geneva). Started as financial analyst and worked in corporate control.

Pierre Vassart – Chief Investment Officer

He has 28 years of experience in financial markets with both money management firms and international companies (corporate finance & treasury at Hewlett Packard, Union Carbide, working in Switzerland, UK, USA, Germany). He joined Denarius since the start. He has also 13 years experience as portfolio manager, including 7 at Hewlett Packard SA, Geneva, where he managed a US$ income portfolio. He was a member of Hewlett Packard SA pension fund committee. He holds a MBA from Columbia Business School New York and graduate degree from Rouen School of Management (France). Member of French Columbia Business Club and Association of Corporate Treasurers (Geneva). Started as financial analyst and worked in corporate control.

The critical task is to select highly professional asset/fund managers, with an independent and objective approach.